Skip to main content
If you are a Planview customer, sign in to enable additional content.
Planview Customer Success Center

Resource Management Fundamentals

This enablement path provides a general overview of the Planview Enterprise features pertaining to managing resources.  |  Total duration time: 27 min.
# Course Description Duration (Min) Launch
1. Navigate the Resource Portfolio Manager Tile This training covers the navigation of the Portfolio Manager tile within the Resource Portfolio View screen in Planview Enterprise®. 1 Launch Course
2. Overview of Managing Resources This training covers an overview of managing resources in Planview Enterprise. 5 Launch Course
3. Overview - Resource View for Resource Managers This interactive module demonstrates how to add and arrange tiles on the Resources Menu. 9 Launch Course
4. Navigate Resource Management and Assignments Screen

This training video provides a brief overview of the Resource Management and Assignments screen.

1  Launch Course
5. Navigate Resource Portfolio View This training covers the navigation of the Resource Portfolio View in Planview Enterprise®. 1 Launch Course
6. Navigate Resource View for Resource Managers This training covers an overview of the Resource View in Planview Enterprise®. 1 Launch Course
7. Overview of Assignment Types This training gives an overview of the four assignment types, and explains the differences between each type. 5 Launch Course
Optional
8. Approve Time as a Resource Manager This training demonstrates how to approve time as a resource manager in Planview Enterprise®.  4 Launch Course